Assets Under Management
$751.1M
Number of Clients
1,031
Number of Advisors
22
Average Client AUM
$729K
AUM per Advisor
$34.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Rothschild Wealth LLC provides financial planning and investment advisory services to individuals, high-net-worth individuals, corporate executives, trusts, corporations, retirement plans, and other entities. Services include financial planning, investment strategy, portfolio management, tax preparation, and estate planning. Investment advisory services are offered on a discretionary or non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000.
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523